Leads in the main menu lists every inquiry your shop gets. The page opens in the List view. Use the two icons at the right of the pill row to switch between List and Pipeline.
Quick pills
- All: every lead.
- Fresh: people who are new to you.
- Returning: leads linked to a customer, or with the same email or phone as one.
- Needs follow-up (red dot): leads in your first column that nobody has contacted yet and that are at least 4 hours old. It only shows when there are some.
Next to a lead's name, an amber Uncontacted pill appears after 4 hours with no contact, and turns into a red Overdue pill after a day. A lead drops off the Needs follow-up list once you text, email or call them, log a call, email or meeting, link them to a customer, or move them out of the first column.
Search
Type at least two letters in Search leads by name, email, phone.... Search looks through all of your leads, not only the ones on screen.
Filters
- Click the Filters icon in the toolbar.
- Narrow the list by Status (column), Priority, Source, Assignee (including Assigned to me and Unassigned), Turn (Your turn or Their turn), Last engaged by, Service or Created date.
- Click Done. The filters you picked show as chips above the list. Clear all removes them.
Sort and choose columns
Click any column heading to sort by it. The list starts sorted by Last Updated, newest first. Use the Customize columns icon to show or hide columns, and Per page at the bottom to show 10, 25, 50 or 100 leads at a time.
Work on many leads at once
- Tick the box beside each lead. The box in the header ticks every lead on the current page.
- Pick an action from the bar that appears: Add to call list, Assign, Move to board, Block or Delete. Clear unticks everything.
The other toolbar icons open Metrics (your lead conversion numbers), Find Duplicates, Lead Forms and New Lead.
The Leads page loads your newest 500 leads. If you have more, the header shows how many are loaded, for example "500 of 1,240 leads loaded". Search still finds the older ones.